All Collections
Features | Admin Users
About Pipes
Importer App
Preparing spreadsheets for the Importer App
Preparing spreadsheets for the Importer App

Format the cells in .xlsx files to import data correctly into your processes in Pipefy.

Grazi Sabatini avatar
Written by Grazi Sabatini
Updated over a week ago

Estimated reading time: 3 minutes

Transfer your data from a spreadsheet to a pipe or database with the Importer App.

Before you begin, make sure you’re using an .xlsx file and the spreadsheet does not contain any merged cells or columns, filters, or conditional formatting.

Then, prepare your spreadsheet so it can match the fields in your form:

Field type

Cell format

Assignee

Text with the user's username, email (lower case only), or ID.

If you'd like to add multiple values to a field, use a comma to separate them.

For example: John Doe, mary-pipefy, 127765, employee@pipefymail.com.

Checklist

Text with the options separated by commas, no spaces between them. For example: "option 1,option 2,option 3".

Connections

ID of the card or table record. The importer app supports one connected card/record per connection field.

Currency

Currency

Date

Date in the following format: DD/MM/YYYY or MM/DD/YYYY, depending on the language in your Pipefy settings.

Datetime and Due time

Date time in the following format: DD/MM/YYYY 00:00, or MM/DD/YYYY 00:00

Dropdown select

Text with the options separated by commas, no spaces between them. For example: "option 1,option 2,option 3".

Email

Valid email format, lower case only. For example: name@domain.com

Label

Text with the label's name or ID. If you want to add more than one label, separate them using commas. Example: "Bug, high priority".

Number

Numbers with no formatting.

Phone number

Insert the country code and the phone number with no other characters. For example: 12025550145

Radio

Text with the options separated by commas, no spaces between them. For example: "option 1,option 2,option 3".

Short text and long text

Text with no formatting.

Time

Time in the following format 00:00:00 PM. Set the timezone as well.

The Import App can't transfer:

  • Attachments, since they can't be added to an .xlsx file

  • Cards IDs, since each card ID is unique to differentiate cards in a pipe

  • Dynamic content, since it requires information from previous fields

Join the Pipefy Community to share feedback about our product, ask questions, and stay on top of what's new. Learn to use all the features of our platform in free courses at Pipefy University.

Related articles:

Did this answer your question?